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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-03-20 |
Branch Locations
1664 South Dixie Drive C-105, Saint George, UT 84770 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ashton & Associates | Saint George | UT | 11/2022 | Present |
| Church Of Jesus Christ Of Latter-Day Saints | Saint George | UT | 10/2020 | 10/2022 |
| Nielsen's Frozen Custard | Saint George | UT | 04/2019 | 10/2020 |
| Dixie State University | Saint George | UT | 08/2019 | 09/2020 |
| Taco Bell | Saint George | UT | 12/2018 | 03/2019 |
| Sunburst Shutters | Saint George | UT | 08/2018 | 12/2018 |
| Kfc/Taco Bell | Tooele | UT | 08/2017 | 08/2018 |
| Unemployed | Erda | UT | 03/2014 | 08/2017 |
Ashton & Associates, investment-related (insurance), 1611 East 2450 South Building 6, Wealth planning and retirement services/annuities, licensed insurance agent and pending team lead, 11/2022 Start date, 160 hours per month, oversee moving money between annuity companies and assist with client services as needed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-19 |
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